Shanghai Global Investment Forum

Jun 27th 2018
Waldorf Astoria Shanghai on the Bund

The Shanghai Global Investment Forum will gather asset owners from across China to assess economic themes, investment strategies and governance frameworks affecting institutional investor entities and their portfolios.

China is the second largest economy in the world and the primary source of demand for many global companies and investors. As a consequence, the structural reforms underway are expected to drive a new era of growth and innovation within the economy and will significantly affect prosperity and investment opportunities not just in Asia, but around the world.

Amid expectations of lower returns and heightened volatility across many of the traditional asset classes, Chinese investors are increasingly looking to diversify strategies as a means of broadening out their portfolios and investing further up the risk curve.

Institutional Investor’s 2018 Shanghai Global Investment Forum will examine some of the key investment considerations for successfully diversifying investment allocations and strategies, both in China and abroad. It will also focus on effective investment implementation, trade execution, portfolio construction and highlight new approaches that foreign investors are practicing across these areas.


The risks and implications of an overheated domestic bond market


Identifying strategies for investors to mitigate fixed income portfolio risks


New developments effecting the Chinese pension system and insurance industry

Emerging infrastructure investment opportunities


Overall dynamics and fundamentals of Chinese and foreign real estate


The benefits of building agility into investment portfolios vs static asset allocations

2017 Advisory Committee

Chloe Lu

Head of Credit Analysis
AEGON THTF Life Insurance Co. Ltd. 

Zheng Hua

Senior Manager of Asset Allocation, Investment Department
Bank of Shanghai

Guo Min

Chairman of Supervisory Board
China Continent Property & Casualty Insurance Company Limited

Wallace Yu

Head of Multi-Asset Group
China Investment Corporation 

Larry Zhang

Head of Public Equities
China Investment Corporation 

Christian Wegener

Chief Investment Officer
HSBC Life Insurance Company Ltd. 

Lief Guo

Chief Investment Officer

Roy Xi

General Manager of Asset Management Department
PKU Founder Life Insurance Company Limited 

Ma Jie

Chief Investment Officer
Zurich General Insurance Company (China) Limited

The event is well organised with a great program and high profile speakers. The setup is very efficient and all the participants can have deep engagements with each other.

Hana Xiang, Sales Associate, Institutional, Sales, China, Fidelity International


Who Should Attend?

Chief investment officers, chief executive officers, heads of asset classes, investment committee members and senior investment staff, directly or indirectly managing assets for  China’s largest insurers, municipal pensions, and sovereign wealth funds.



Approximately 50 representatives of institutional investor entities.


Waldorf Astoria Shanghai on the Bund

No.2 Zhong Shan Dong Yi Road
Huang Pu District
Shanghai 200002, China
Tel: +(86 21) 6322 9988

Combining the history and culture of the celebrated Shanghai Bund with a taste for 21st century sophistication, Waldorf Astoria Shanghai on the Bund offers a heritage ambiance, legendary service and timeless amenities to make your stay truly memorable and distinct. Housed within the two-building complex are 260 well-appointed rooms and suites, stylish environments for dining and lounging, extensive banquet facilities with stunning views, a luxurious Spa, fitness center, complimentary WiFi and more, all set in a picture perfect setting that speaks volumes of the grandeur and finesse


Registration form and agenda are available upon request.

Jennifer Sam

Director of Events and Head of Client Services

DID: +852 2842 6956
Fax: +852 2842 7056
Mobile: +852 6013 9283